+338.6%
SPGI vs CTSH
+37.5%
+301.1%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CTSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.2% | +0.8% |
| 7D | -1.4% | -2.1% | +0.7% | -0.5% |
| 30D | +15.3% | +8.0% | +7.3% | +10.7% |
| 3M | +16.5% | +10.6% | +5.9% | +10.0% |
| 6M | +19.8% | +32.5% | -12.7% | +2.0% |
| YTD | -3.2% | -21.0% | +17.7% | +5.7% |
| 1Y | +1.8% | -9.9% | +11.7% | +4.1% |
| 3Y | +30.6% | +3.1% | +27.5% | +22.4% |
| 5Y | +16.0% | -13.4% | +29.5% | +16.1% |
| 10Y | +338.6% | +37.1% | +301.4% | +253.3% |
| All | +338.6% | +37.5% | +301.1% | +253.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CTSH.
Daily Out/Under-Performance
Portfolio return minus CTSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CTSH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded CTSH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling